As I stated in a previous post, the data entered via forms (the student info worksheet) processes throughout the session correctly, even after saving many times throughout the process. When I reopen the tax return after exiting TurboTax, all the data I entered is saved WITH THE EXCEPTION of this worksheet. Even if it passes error checking, any return submitted is questionable because I can't reopen the file to see what was done -- so would the IRS receive the file that is "open" when filed or would they receive the version that is saved? Printing the return does not equal the saved data file!
Others have stated not to worry about entering my 1099-Q since it was all used for qualified education expenses anyway. That sounds ok, except that by not entering all qualified expenses other things are impacted -- for example AOTC does not calculate correctly, questions from IRS can't be answered by documentation in the TurboTax return, etc, etc.
There is NO substitution for entering and storing (!!!) education expenses correctly. After spending over 2 hours online with Intuit support, they finally agreed there "is likely" a problem as they viewed my screens while entering expenses and not seeing those same expenses when reopening the file. They captured screen shots and I sent a diagnostic file. They indicated they would take a look at it, offered no indication about resolution. At least somebody there acknowledged a "likely" error in their code, although this has been several days and the only response I have seen from them to date is a support satisfaction survey....
